About Maggie

Maggie Petrillo is a Wealth Advisor at J.P. Morgan Wealth Management.

Maggie works with business owners, entrepreneurs, corporate executives and high-net-worth families, providing tailored advice and a bespoke client experience while leveraging the full strength and resources of the firm.

Maggie focuses on helping her clients navigate the financial decisions that shape their long-term goals, from investment strategy to planning considerations around retirement, tax and estate planning, and equity compensation. She is especially passionate about engaging with women, many of whom are coming into financial independence for the first time. She guides them in growing and preserving their assets, empowering them to live their best lives on their terms as investors, philanthropists and community leaders.

Before joining J.P. Morgan in 2022, Maggie began her career at Morgan Stanley in 2015. She earned her B.A. in History from St. Joseph's University. She remains actively involved with St. Joe's as a mentor in the Dean's Leadership Program.

Outside of work, Maggie is an avid runner. She also enjoys golfing, photography and reading–especially history. She lives in Philadelphia.

Insights

Markets and Economy

The 30-year Treasury yield hit levels not seen since 2007. What does that mean for investors and the economy?

August 14, 2026The 30-year Treasury yield sat above 5.00% at the end of July – a level not seen since 2007. Learn how rising yields affect bonds, stocks, borrowing rates, the economy and your portfolio.Read Now
Markets and Economy

When will the Fed hike? It doesn’t matter

August 14, 2026The question isn’t when the Federal Reserve moves – it’s how far. With modest hikes largely priced in, financial markets are poised to weather the repricing.Read Now
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Family Legacy

Insight 6: Active cross-generational stakeholder alliance

August 13, 2026As a family enterprise expands and shifts over the decades, the different generations and professional management must come together to drive success through legacy and innovation.Read Now
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